Retirement plan

TRINITY VISTA DERMATOLOGY 401(K) PLAN

Name: ALLISON READINGER MD PA DBA TRINITY VISTA DERMATOLOGY - TRINITY VISTA DERMATOLOGY 401(K) PLAN (2023) Form 5500
Creator: ALLISON READINGER MD PA DBA TRINITY VISTA DERMATOLOGY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRINITY VISTA DERMATOLOGY 401(K) PLAN, ALLISON READINGER MD PA DBA TRINITY VISTA DERMATOLOGY

ALLISON READINGER MD PA DBA TRINITY VISTA DERMATOLOGYEIN 01-0971575Plan #001PY 2023

800 8TH AVESUITE 326 - FORT WORTH, TX 76104817-885-8222

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$251K

+60.8% from 2022

Total participants

-9.1% from 2022

Average account balance

$27,941

+60.8% from 2022

Annual return

21.35%

+33.59 pp from 2022

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$372K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$37K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.04%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$389

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$156

$17 / participant

Other / not subdivided$156100.0%

% of EOY assets

0.062%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,941

$175,259-84.1%

$149,723-81.3%

$139,487-80.0%

Participation rate

88.9%

83.4%+5.5pp

78.8%+10.1pp

80.3%+8.6pp

Annual return

21.35%

166.82%-145.5pp

134.50%-113.1pp

373.84%-352.5pp

Employer contribution / active EE

$1,685

$5,478-69.2%

$4,821-65.0%

$4,755-64.6%

Participant deferral / active EE

$5,165

$6,522-20.8%

$5,682-9.1%

$6,713-23.0%

Admin fee / account holder

$17

$16,158-99.9%

$13,215-99.9%

$11,407-99.8%

TRINITY VISTA DERMATOLOGY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRINITY VISTA DERMATOLOGY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion